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Viewing a Contact's Profile

Modified on: Tue, 15 May, 2018 at 11:44 AM

The contact profile is the central location to find all the information related to a contact. The profile offers a left menu that offers various options, each corresponding to a section in the application.

By default, the contact profile page is displayed. However, you can get a summary of the contact's actions and events on the summary page, accessed through the Summary menu.

the information banner - which shows the contact profile fields that were selected to display, and some other essential contact information such as :

if the contact has subscribed to communications

the last platform used to open a message

information on electronic transactions

the timeline - which presents a summary of the actions and events performed by the contact over the selected display period (by default the last 3 months)

The other available menu options depend on the enabled modules for your account. Here are a few examples:

Profile - Displays information for all the fields in the project, regardless of the set visibility, as well as opt-ins, implied consents and personas.

Summary - Displays a chronological timeline of the actions performed and related to the contact. You can changer the period displayed as well as the type of actions to show using the options in the upper right corner.

Some companies might prefer to show some fields only to specific users. In such a case, a display mask can be created by Dialog Insight and applied so that the display of some fields requires specific user permissions.

Messages - Displays a list of all messages sent to the contact and indicates the date each message was sent, the date the message was opened and for how long and how many clicks were registered. It is also possible to resend a message from this page.

SMS - Displays a list of all SMS messages that were sent to the contact and those that the contact has sent as replies.

Email changes - Lists all email changes as well as the valid period for each email address. Note that only email changes performed manually in the application are registered here.

Other menu options can be displayed, depending on the activated modules and functions for the company:

Relational data - Displays the custom tables as well as the associated data, for which the contact has information.

Contests - Displays the contests the contact has entered, as well as the number of participation for each contest.** Only contests created as projects are taken into account; contests created as part of a workflow process are not shown here.

Surveys - Displays the surveys answered by the contact and whether the survey was completed or not.

Consents - Displays the consent history of the contact, for implied consents, opt-ins and behavioral tracking.

Tracking - Displays data from the Conversion module. This module lets you configure visit and event statistics (via a completed form for example) to better target future communications.

Prerequisite

A contact must have been selected from the results of a search, group list or message mailing.

Access Path

You can access a contact's information card from a search, a group or mailing results.